Fairchild Financial Advisors, Inc.

CONNECT

Address:

193 Blue Ravine Road
Folsom, CA 95630

Phone:

(916) 351-9900

Fax/Other:

(916) 351-5900

The Fairchild Financial Team

 

Steven Fairchild is a Certified Financial Planner™, Chartered Retirement Planning Counselor, and President of Fairchild Financial Advisors, Inc., a Registered Investment Advisor. Mr. Fairchild is a well-known financial educator, having taught financial planning courses at UC Davis. For over 30 years he has been teaching strategies to help individuals, like yourself, seek to preserve and grow their assets, reduce taxes and increase their income. Thousands of people have attended his lectures, including former employees of Hewlett Packard, AT&T, Intel and the State of California.

Steven is a graduate of California State University, Sacramento. He maintains Series 7, General Securities Representative, and Series 24, General Securities Principal licenses, as well as a Series 63, Securities Agent license with LPL Financial. He is registered in 16 states and also holds Life and Health insurance licenses in multiple states.

As an independent financial advisor, he offers professional, objective advice and fee based advisory services, as well as commission based services.

 

Julie Hood is an LPL Registered Administrative Associate and has over 24 years of financial service experience. She has been Steve's assistant for the past 22 years and is experienced in assisting him with various financial planning concepts including investment planning, retirement planning and estate planning to help our clients pursue their financial goals.

She maintains a Series 7, General Securities Representative license, as well as a Series 63, Securities Agent license with LPL Financial. She also holds Life and Health insurance licenses.

 

 

 

 

Professional Alliances

To better serve our clients, Fairchild Financial Advisors has developed working professional alliances. When appropriate, these professionals are available to clients to help address all of a client's financial needs. Fairchild Financial Advisors does not receive any compensation for making such referrals and no client is obligated to use the services of these professionals. These professionals are not affiliated with, or endorsed by, either Fairchild Financial Advisors or LPL.

Wes Nielsen J.D. has over 15 years of legal experience in the field of Estate Planning. He graduated from University of the Pacific, McGeorge School of Law, and is a Member of the California State Bar and Federal Bar - California Eastern District. He has completed advanced coursework from "Wealth Counsel" and "National Network of Estate Planning Attorneys" educational programs. Wes is a Qualified Instructor from the California Department of Insurance continuing education and author of several industry courses and educational workshops. His areas of expertise include Revocable Trust Planning, Asset Protection, Charitable Gifting, Business Succession Planning and Estate Settlement.

Doug Edwards, RTRP has provided tax preparation and planning services for over 25 years. He has a BS in Business Administration & Finance. For 10 years he was a commercial lending officer and branch manager for two major California banks. Doug also worked as a Controller, Vice President of Finance and Chief Financial Officer for 30 years in a variety of industries including pharmaceuticals, technology, contracting, sales and heavy manufacturing.

 

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